Beverly Hills Private Wealth, LLC
BEVERLY HILLS CA · SEC CIK 0001965710
$5.25亿2026Q2 申报市值
255持仓数
26.5%前十大占比 · 第一大 4.4%
20 / 114新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VST 加仓+$428.58万
AVALONBAY CMNTYS 加仓+$259.09万
VGIT 加仓+$224.36万
BEN 新建仓+$167.62万
AMP 新建仓+$161.68万
2026Q2 卖出最多 按季末市值估算
ACWI 重新持有-$2,016.45万
AAPL 减仓-$599.03万
PM 减仓-$499.51万
GLW 减仓-$437.61万
EXXON MOBIL CORP 清仓-$434.92万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TEL | TE CONNECTIVITY PLC | $201.82万 | 0.38% | 10,011 | 1,475 | 17.3% | $29.74万 | 加仓 |
| PKG | PACKAGING CORP AMER | $202.03万 | 0.38% | 8,479 | 511 | 6.4% | $12.18万 | 加仓 |
| OPY | OPPENHEIMER HLDGS INC | $220.92万 | 0.42% | 20,933 | -1,734 | -7.6% | -$18.30万 | 减仓 |
| HPQ | HP INC | $221.00万 | 0.42% | 100,729 | 11,258 | 12.6% | $24.70万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.43% | 3 | 0 | 0.0% | — | 不变 |
| XAGG | MORGAN STANLEY ETF TRUST | $233.21万 | 0.44% | 46,651 | -11,556 | -19.9% | -$57.77万 | 减仓 |
| — | GREENFIRE RES LTD NEW | $235.00万 | 0.45% | 415,924 | 42,602 | 11.4% | $24.07万 | 加仓 |
| RING | ISHARES INC | $245.83万 | 0.47% | 38,055 | -270 | -0.7% | -$1.74万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $249.79万 | 0.48% | 5,790 | -3,426 | -37.2% | -$147.81万 | 减仓 |
| CVX | CHEVRON CORPORATION | $251.38万 | 0.48% | 15,165 | -12,933 | -46.0% | -$214.38万 | 减仓 |
| CAT | CATERPILLAR INC | $263.09万 | 0.50% | 2,471 | 22 | 0.9% | $2.34万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $263.89万 | 0.50% | 190,812 | -1,253 | -0.7% | -$1.73万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $267.76万 | 0.51% | 107,923 | -15,969 | -12.9% | -$39.62万 | 减仓 |
| — | EPR PPTYS | $270.66万 | 0.52% | 85,194 | 8,954 | 11.7% | $28.45万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $279.54万 | 0.53% | 254,357 | 2,700 | 1.1% | $2.97万 | 加仓 |
| CLIP | GLOBAL X FDS | $281.26万 | 0.54% | 28,030 | -10,204 | -26.7% | -$102.39万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $302.31万 | 0.58% | 111,183 | 12,213 | 12.3% | $33.21万 | 加仓 |
| NVO | NOVO-NORDISK A S | $304.72万 | 0.58% | 63,562 | 13,219 | 26.3% | $63.37万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $310.12万 | 0.59% | 57,772 | -2,973 | -4.9% | -$15.96万 | 减仓 |
| CSCO | CISCO SYS INC | $320.30万 | 0.61% | 27,268 | -23,521 | -46.3% | -$276.28万 | 减仓 |
| JPM | JPMORGAN CHASE & CO 看跌期权 | $327.33万 | 0.62% | 10,000 | 10,000 | — | $327.33万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $331.49万 | 0.63% | 173,373 | -53 | -0.0% | -$1,013 | 减仓 |
| BDX | BECTON DICKINSON & CO | $335.29万 | 0.64% | 22,156 | 2,896 | 15.0% | $43.83万 | 加仓 |
| CB | CHUBB LIMITED | $352.43万 | 0.67% | 10,343 | -1,955 | -15.9% | -$66.61万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $361.27万 | 0.69% | 14,225 | -8,797 | -38.2% | -$223.42万 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC | $370.34万 | 0.71% | 273,715 | 32,345 | 13.4% | $43.76万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $378.00万 | 0.72% | 38,473 | -223 | -0.6% | -$2.19万 | 减仓 |
| — | DTF TAX-FREE INCOME 2028 TER | $387.99万 | 0.74% | 335,921 | -421 | -0.1% | -$4,863 | 减仓 |
| SF | STIFEL FINL CORP | $389.66万 | 0.74% | 55,849 | -5,525 | -9.0% | -$38.55万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $403.70万 | 0.77% | 86,243 | -1,300 | -1.5% | -$6.09万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $413.18万 | 0.79% | 86,422 | -62,558 | -42.0% | -$299.09万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $415.30万 | 0.79% | 28,488 | -2,024 | -6.6% | -$29.51万 | 减仓 |
| IVV | ISHARES TR | $449.43万 | 0.86% | 6,001 | -224 | -3.6% | -$16.78万 | 减仓 |
| AMAT | APPLIED MATLS INC | $456.89万 | 0.87% | 6,319 | -310 | -4.7% | -$22.41万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $473.99万 | 0.90% | 193,072 | 42,947 | 28.6% | $105.43万 | 加仓 |
| VST | VISTRA CORP | $489.22万 | 0.93% | 30,841 | 27,018 | 706.7% | $428.58万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $499.37万 | 0.95% | 26,465 | 13,731 | 107.8% | $259.09万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $501.25万 | 0.95% | 99,277 | -30,199 | -23.3% | -$152.48万 | 减仓 |
| AVGO | BROADCOM INC | $510.88万 | 0.97% | 13,524 | -7,909 | -36.9% | -$298.77万 | 减仓 |
| EDV | VANGUARD WORLD FD | $517.18万 | 0.99% | 79,468 | 12,891 | 19.4% | $83.89万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $533.86万 | 1.02% | 29,510 | -27,611 | -48.3% | -$499.51万 | 减仓 |
| GDX | VANECK ETF TRUST | $537.93万 | 1.02% | 71,296 | -588 | -0.8% | -$4.44万 | 减仓 |
| KR | KROGER CO | $549.96万 | 1.05% | 99,038 | 9,468 | 10.6% | $52.58万 | 加仓 |
| SIL | GLOBAL X FDS | $556.14万 | 1.06% | 71,796 | -621 | -0.9% | -$4.81万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $571.78万 | 1.09% | 123,600 | 26,781 | 27.7% | $123.89万 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $576.27万 | 1.10% | 253,307 | 25,241 | 11.1% | $57.42万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $623.40万 | 1.19% | 14,999 | -2,727 | -15.4% | -$113.34万 | 减仓 |
| PEP | PEPSICO INC | $651.36万 | 1.24% | 48,106 | 7,584 | 18.7% | $102.69万 | 加仓 |
| TFSL | TFS FINL CORP | $663.06万 | 1.26% | 374,186 | 47,354 | 14.5% | $83.91万 | 加仓 |
| GNMA | ISHARES TR | $682.83万 | 1.30% | 154,381 | 15,292 | 11.0% | $67.64万 | 加仓 |
| GOOGL | ALPHABET INC | $693.16万 | 1.32% | 19,396 | 381 | 2.0% | $13.62万 | 加仓 |
| ALX | ALEXANDERS INC | $714.07万 | 1.36% | 25,913 | 2,205 | 9.3% | $60.76万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $787.01万 | 1.50% | 20,350 | 775 | 4.0% | $29.97万 | 加仓 |
| GOOG | ALPHABET INC | $806.73万 | 1.54% | 22,832 | -1,193 | -5.0% | -$42.15万 | 减仓 |
| CBL | CBL & ASSOC PPTYS INC | $807.63万 | 1.54% | 152,124 | -75,096 | -33.0% | -$398.69万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $843.86万 | 1.61% | 16,864 | -3,021 | -15.2% | -$151.17万 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $845.54万 | 1.61% | 166,840 | 17,064 | 11.4% | $86.48万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $904.04万 | 1.72% | 213,520 | 23,214 | 12.2% | $98.29万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $987.22万 | 1.88% | 169,625 | 5,973 | 3.6% | $34.76万 | 加仓 |
| META | META PLATFORMS INC | $989.08万 | 1.88% | 17,559 | -17 | -0.1% | -$9,576 | 减仓 |
| V | VISA INC | $1,007.35万 | 1.92% | 29,361 | 2,102 | 7.7% | $72.12万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,130.85万 | 2.15% | 23,679 | -5,225 | -18.1% | -$249.53万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,149.20万 | 2.19% | 124,548 | 7,191 | 6.1% | $66.35万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,352.09万 | 2.58% | 41,307 | -5,126 | -11.0% | -$167.79万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,393.09万 | 2.65% | 236,197 | 38,040 | 19.2% | $224.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,504.77万 | 2.87% | 40,340 | -8,684 | -17.7% | -$323.93万 | 减仓 |
| AMZN | AMAZON COM INC | $1,535.01万 | 2.92% | 64,404 | -702 | -1.1% | -$16.73万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,556.42万 | 2.96% | 77,786 | -8,574 | -9.9% | -$171.56万 | 减仓 |
| AAPL | APPLE INC | $2,301.62万 | 4.38% | 79,542 | -20,702 | -20.7% | -$599.03万 | 减仓 |